Data Sheet—Why It Makes Sense To Charge for Online News

I have more than a passing interest in legacy brands defending their turfs against digital upstarts. With that in mind, I met last week in San Francisco with John Ridding, CEO of the Financial Times Group, publisher of the storied British newspaper that’s now owned by the Japanese financial news organization Nikkei. Ridding has presided […]

Amazon Gave Jobs to DOD Staff Working on Cloud Bid, Lawsuit Claims

At least two Pentagon employees were offered jobs at Amazon.com Inc. while working on the Defense Department’s $10 billion cloud contract, a lawsuit filed by Oracle Corp. alleges. The amended complaint, made public on Tuesday, claims Deap Ubhi, a former employee at a high-level Defense Department technology unit, helped design the cloud contract in a […]

Data Sheet—How Apple, Facebook, and Oracle Compete For Best Silicon Valley Headquarters

Silicon Valley and beauty don’t typically go together. Sure, the hills surrounding the office parks are drop-dead gorgeous. But the buildings? The compound adjective “low-slung” is how I most typically hear them described. From the air, though. Ah, that’s where the mystery and what we used to call man-made majesty of the technology industry’s edifices […]

Data Sheet—Amazon’s Cloud Service Goes After Oracle

A grab bag of thoughts to start your week in tech: * I didn’t get comment last week on Jeff Bezos’s annual letter to shareholders. Here are some words no one likely ever expected to find in this letter: “databases for specialized workloads,” “key-value stores,” “in-memory databases,” “time series databases,” and “ledger solutions.” These are […]

Google Cloud’s New Boss on Engineering Google into Enterprise Products (While Keeping Engineering Mindsets Out)

It’s been about three months since Thomas Kurian took over as Google’s new cloud computing chief, replacing long-time Silicon Valley veteran Diane Greene. Kurian has the tough task of steering Google’s cloud computing business unit amid competition from larger rivals like Amazon Web Services and Microsoft, as well as legacy enterprise giants like IBM and […]

Data Sheet—Why Oracle’s Latest Results Depressed Investors

Imagine you’re running a venerable industrial company that’s been around for decades, is entrenched with its customers, and has a reputation for operational excellence. You’ve just made $2.7 billion in one quarter on sales of $9.6 billion. Your company is barely growing–sales were up 1% year-over-year and operating income was just a smidge better, up […]

Data Sheet—Privacy Legislation Is Coming for Big Tech, Facebook Keeps Spying, Tesla Makes Cuts

Good Friday morning. I hope you’ve been enjoying Aaron’s incisive reporting from Barcelona and Clay’s insightful commentary from China. Fortune is a truly global organization. I’m going to end the week where I started, noting the tightening regulatory noose around the necks of the tech behemoths. They’ve built trillions of dollars of value in the […]